Purchases and Sales Made in Q4 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 2023. The information is specifically focused on institutions that hold shares of MCDONALDS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
746New |
$184K - $221K
|
746
$225K
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
746New |
$184K - $221K
|
746
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745+ 1.81% |
$183K - $221K
|
42K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
743+ 19.59% |
$183K - $220K
|
4.54K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
742+ 1.27% |
$183K - $220K
|
59.2K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
741+ 9.0% |
$182K - $220K
|
8.97K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
741New |
$182K - $220K
|
741
$223K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
739New |
$182K - $219K
|
739
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
738New |
$182K - $219K
|
738
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
737New |
$181K - $219K
|
737
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
735New |
$181K - $218K
|
735
$222K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
733New |
$180K - $217K
|
733
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
730+ 4.28% |
$180K - $216K
|
17.8K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
730New |
$180K - $216K
|
730
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
730New |
$180K - $216K
|
730
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
726New |
$179K - $215K
|
726
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
723New |
$178K - $214K
|
723
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
723+ 31.34% |
$178K - $214K
|
3.03K
$914K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
721New |
$178K - $214K
|
721
$217K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
721New |
$178K - $214K
|
721
$217K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
720New |
$177K - $213K
|
720
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
719+ 17.04% |
$177K - $213K
|
4.94K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
717+ 60.2% |
$177K - $213K
|
1.91K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
715New |
$176K - $212K
|
715
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
715New |
$176K - $212K
|
715
$216K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
714+ 2.87% |
$176K - $212K
|
25.6K
$7.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
713New |
$176K - $211K
|
713
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
713+ 1320.37% |
$176K - $211K
|
767
$231K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
712New |
$175K - $211K
|
712
$215K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
712New |
$175K - $211K
|
712
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
711+ 22.23% |
$175K - $211K
|
3.91K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
709New |
$175K - $210K
|
709
$214K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
707New |
$174K - $210K
|
707
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
706New |
$174K - $209K
|
706
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
705+ 15.75% |
$174K - $209K
|
5.18K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
701+ 3.08% |
$173K - $208K
|
23.5K
$7.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
700+ 17.32% |
$172K - $208K
|
4.74K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
699New |
$172K - $207K
|
699
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
699New |
$172K - $207K
|
699
$211K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
698+ 2.18% |
$172K - $207K
|
32.8K
$9.88M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
698New |
$172K - $207K
|
698
$210K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
697New |
$172K - $207K
|
697
$210K
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
695New |
$171K - $206K
|
695
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
694+ 3.69% |
$171K - $206K
|
19.5K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
694+ 0.37% |
$171K - $206K
|
190K
$57.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
693New |
$171K - $205K
|
693
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
693New |
$171K - $205K
|
693
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
693New |
$171K - $205K
|
693
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
693New |
$171K - $205K
|
693
$209K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
690New |
$170K - $205K
|
690
$208K
|